Filed June 29, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,988 | $51,638+231.1% | $68,368+150.1% | $82,448+107.4% |
| Participation rate | 97.8% | 63.6%+34.2pp | 73.8%+24.1pp | 68.1%+29.8pp |
| Annual return | 20.10% | 37.53%-17.4pp | 292.57%-272.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $13,657 | $2,047+567.3% | $2,649+415.6% | $2,551+435.4% |
| Participant deferral / active EE | $7,917 | $2,914+171.7% | $4,123+92.0% | $4,139+91.3% |
| Admin fee / account holder | $29,367 | $4,643+532.4% | $5,150+470.2% | $7,234+305.9% |